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Ashraf Eassa

 
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  • Why You Should And Shouldn't Buy AMD Today [View article]
    "AND most of the time they are cheaper than their competitors."

    Explain to me why this makes AMD a good investment?

    --AE
    Oct 17 02:04 AM | Likes Like |Link to Comment
  • Advanced Micro Devices misses by $0.01, misses on revenue [View news story]
    @ Fiberton

    Much appreciated :-)

    --AE
    Oct 16 08:42 PM | 1 Like Like |Link to Comment
  • AMD -7.6% AH on soft guidance; job cuts announced [View news story]
    When companies talk about year N+2, where N is the current year, you know that they're probably expecting bad news for year N+1.

    --AE
    Oct 16 07:53 PM | 4 Likes Like |Link to Comment
  • Advanced Micro Devices misses by $0.01, misses on revenue [View news story]
    The forward guidance. They missed consensus by $200 million.

    --AE
    Oct 16 07:05 PM | 4 Likes Like |Link to Comment
  • AMD -7.6% AH on soft guidance; job cuts announced [View news story]
    They lumped in GPU and CPU likely to mask how horrific the declines are in the CPU/APU segment.

    --AE
    Oct 16 05:14 PM | 5 Likes Like |Link to Comment
  • Intel: Reinvented PC Is Here [View article]
    Bruce

    Doubt it. Intel's position in mobile is horrific and they're burning giga-dollars per quarter. If they had something to ease investors' concerns about this poorly performing division, they would have let it be known on the call.

    I'd bet money that Broxton is delayed.

    --AE
    Oct 16 04:15 PM | 1 Like Like |Link to Comment
  • The Intel Experience Opens Exclusively in 50 Best Buy Stores [View article]
    Nice!!

    --AE
    Oct 15 05:51 PM | Likes Like |Link to Comment
  • Google launches Android 5.0, new Nexus mobile and TV hardware [View news story]
    It's just another high end phone in a market that has shown that it's not interested in high end Android phones...

    Nexus 5 was a great deal.

    --AE
    Oct 15 03:09 PM | 3 Likes Like |Link to Comment
  • Google launches Android 5.0, new Nexus mobile and TV hardware [View news story]
    Few are going to buy a $649 Nexus phone.

    --AE
    Oct 15 02:35 PM | 4 Likes Like |Link to Comment
  • Intel: Reinvented PC Is Here [View article]
    "Rising earnings are reasonable and logical, therefore annualized earnings are now at $2.64 and even with a PE of 15 I get a stock value today of $40. It may take the market a while to figure this out but we will get there sooner rather than later."

    Take seasonality into account, though ;-)

    Q3 and Q4 are generally higher than Q1 and Q2.

    --AE
    Oct 15 02:33 PM | Likes Like |Link to Comment
  • Intel: My Guess On Earnings [View article]
    max_entropy

    Yup. Not as bullish as before given the big run, but still think there's room to go in the business LT as mobile ramps.

    --AE
    Oct 15 08:29 AM | Likes Like |Link to Comment
  • Thoughts On AMD's New CEO [View article]
    I would assume they will restate prior period financials to let investors get a sense of what any revenue numbers mean.

    That's what Intel did when it redid its reporting structure several quarters ago.

    --AE
    Oct 14 06:03 PM | 1 Like Like |Link to Comment
  • Thoughts On AMD's New CEO [View article]
    If you're "getting a lot for the money" that means AMD is bad at actually getting paid for the value it allegedly delivers.

    Competition is "good for the industry" if you're a consumer, but as a stockholder you want to invest in businesses that have such a wide moat that "competition" is minimal.

    --AE
    Oct 14 06:02 PM | 1 Like Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    Bay Trail M ramp hit notebook ASPs, but look at that volume increase.

    I predict very, very bad PC numbers from AMD this quarter.

    --AE
    Oct 14 04:52 PM | 3 Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    100% y/y, 98% sequentially.

    Hey, nowhere to go but up...right? ;)

    (Actually with the contra-revenue scheme, MCG could theoretically go negative net revenue...but I doubt that this will happen).

    --AE
    Oct 14 04:51 PM | 1 Like Like |Link to Comment
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